Microsoft Corp. (MSFT)
MSFT, AMZN and AAPL Forecast – Major US Stocks A Bit Mixed in Premarket Friday Session
The three stocks in this analysis are a bit mixed in premarket trading on Friday, but at this point, the one that is most noteworthy is Apple, as it seemingly cannot get out of its own way on the trajectory lower.
Microsoft: Enough Selling, I Keep My 'Buy' In Place
Despite recent stock underperformance, Microsoft's robust financials and strategic AI investments justify a "Buy" rating, presenting an opportunity to lower dollar cost. Market correction and valuation multiple contraction have impacted MSFT, but the company's strong EBIT growth and AI revenue surge highlight its resilience. Heavy AI-related CapEx is essential for long-term growth, with significant demand and long-lived assets supporting future monetization and higher earnings.
Microsoft has been the worst Big Tech stock lately. Here's why it may become the best.
Microsoft is getting more disciplined on AI spending and is better positioned than rivals for a consumer-spending slowdown, according to one analyst.
Microsoft Just Paid Its Investors: How Much Did They Get?
Microsoft Corp. (NASDAQ: MSFT) is rewarding its shareholders once again with a quarterly dividend of $0.83, payable on Thursday, March 13.
Microsoft: A Tactical Approach To Buying Ahead Of A Potential Rally
The S&P 500 is nearing correction territory, marking its fastest decline since the onset of the COVID-19 pandemic in March 2020. Microsoft has underperformed, falling 18% from its highs last July, surpassing the declines of both the S&P 500 and Nasdaq 100. While Microsoft could suffer from the tariff crisis and potential recession ahead, the business model is resilient and well-balanced, and valuations are finally more de-risked now.
Microsoft Stock Gets an Upgrade. Why It's a 'Key Shelter in the Storm.
Gil Luria at D.A. Davidson says MSFT is well positioned for a consumer slowdown this year.
CERAWEEK US wind and solar still have room to grow for data centers, Microsoft VP says
U.S. wind and solar development still has significant room for expansion to power data centers, particularly in the Midwest wind corridor and sunny southwest, Microsoft Vice President of Energy Bobby Hollis told Reuters at the CERAWeek energy conference in Houston on Wednesday.
Tech stocks could rebound sharply in 2025 as AI investments accelerate, Wedbush predicts
Tech stocks will make new all-time highs in the second half of 2025 as investors refocus on AI-driven opportunities, analysts at Wedbush believe. The firm forecasts a 25% surge in technology stocks in 2025, driven by accelerating investments in artificial intelligence (AI) and favorable regulatory shifts.
Microsoft: Stargate Project Adds More Growth Potential
I previously rated MSFT as a Hold and suggested put options as a hedge based on its Q2 FY25 earnings and uncertainties like U.S.-China tariff disputes. The price correction since then has obsoleted this thesis. Meanwhile, the Stargate project, a $500 billion AI infrastructure investment, adds a new growth vector for MSFT.
'AI can take away the drudgery of the work,' says Microsoft AI innovation lead
Dean Carignan, AI innovation lead at Microsoft, said on Wednesday at CONVERGE LIVE that AI can allow humans to "provide the things that only a person can do".
Trump Tariffs: You Won't Believe What Top Stock Is Below Its 52-Week Low
The stock market has gotten off to a very different start to the year than most investors might have imagined. The broader benchmark S&P 500 (^GSPC -0.76%) is down close to 5%, while the Nasdaq Composite (^IXIC -0.18%) has entered correction territory (as of March 11).
Microsoft is open to using natural gas to power AI data centers to keep up with demand
Microsoft's vice president of energy, Bobby Hollis, said the tech company would consider natural gas with carbon capture as a power solution for data centers. Chevron and Exxon recently announced they are developing natural gas solutions for data centers.
